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Shanaka Anslem Perera ⚡
@shanaka86
Author of The Ascent Begins. Independent Analyst. Money, geopolitics, AI, science, and sovereignty. Trying to understand the reality a bit better.
Joined July 2009
3.6K Following    307.6K Followers
The United States produced more uranium in one quarter this year than in the whole of 2021, 2022, 2023 and 2024 put together. The US Energy Information Administration published the number on Friday as a line in a data feed. 1,087,504 pounds against 941,136 for the four years. It is the highest quarter the agency has published since the first quarter of 2015, forty five quarters back. Six sites did it, across three states. White Mesa Mill in Utah, the last conventional uranium mill operating in the country, made 867,442. The other five pump the metal out of the ground in solution. Lost Creek 129,444. Alta Mesa 44,813. Willow Creek 32,195. Ross 9,302. Smith Ranch-Highland 4,308. Four of the six are in Wyoming. The agency did publish an analysis piece the same day, on uranium, under a named author. It is about calendar 2025 and it does not contain the number 1,087,504. There was no press release. The record quarter went out in the What's New feed. Set against demand it is small. American reactors bought 46.9 million pounds in 2025, so a record quarter is 2.3 percent of one year of purchases. Domestic material was 7 percent of deliveries. Canada supplied 32 percent and Kazakhstan 28. Half of 2026 has already produced 98.4 percent of everything the country made in all of 2025. The mines are coming back at a speed nobody scheduled, and 93 percent of the fuel still arrives from abroad.
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